Set up auto-reminders

Auto-reminders send a friendly nudge to customers with unpaid invoices. Days-to-pay drops by about 25% when they're on, with zero added effort from you. This is the single highest-leverage settings toggle in the platform — turn it on day one and never think about it again.

Enable globally

Settings → Invoicing → Auto-reminders. Toggle on, set the reminder cadence (default: 7 days past due, 14 days past due, 30 days past due). The 7/14/30 cadence is what we recommend after testing — earlier reminders feel pushy, later reminders accumulate too long.

Per-invoice override

If you don't want a specific invoice reminded (you're handling it personally, or the customer is on a known-late plan you've already discussed), open the invoice and toggle off Auto-reminders for that record. The override stays in effect for that one invoice; future invoices still get reminders by default.

What the reminder says

One short paragraph: 'Hi {name}, invoice INV-{number} for ${amount} is showing as still open. Pay link below.' Same pay button as the original. Nothing pushy. The tone is conversational, not threatening — angry reminders trigger disputes; friendly reminders trigger payments.

After three reminders

We deliberately don't send a fourth automated reminder. At 30+ days past due, the customer either has the money or doesn't — more emails don't change the outcome. The next move is a phone call from the owner, treated as a relationship conversation, not an automated dunning sequence.

If you have ongoing collection issues with a specific customer, that's a different problem worth solving differently (mechanic's lien, small claims, payment plan). Auto-reminders are designed for the 95% of customers who just need a polite poke.

When to turn it off

For commercial customers on Net-60 or Net-90 terms, the default 7/14/30 cadence fires before payment is due. Either adjust the reminder cadence per-customer (Settings → Invoicing → Customer terms), or disable reminders for those specific invoices.